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Workflow Management or SmartVault or Both?

We have many clients who use for cloud-based AP and AR, along with paperless invoice document management, and we have many clients who use SmartVault for paperless cloud-based document management. [Editor’s note: Both great solutions come with native iPad, iPhone, Droid, & Blackberry apps] Occasionally we are asked to compare the two cloud-technology providers,…

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Improving Tax Season Workflow for Accounting Practices

………… As tax season rapidly approaches, accounting and tax prep-aration firms are preparing for another onslaught of workload. Instead of simply “gearing-up” and attempting to get through it until April 16th, some practices are investing in application and business processes to improve accounting workflow management. Here are tips that can help to optimize and increase…

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